Merchant Processing
Review processing fees, provider terms, settlement concerns, payment systems, and transaction-related costs.
A Clearer View of Your Business
What the 1791 Profit Leak Diagnostic™ Reviews
Your answers help our team understand where hidden costs, financial gaps, or unclear processes may be affecting your business.
Bookkeeping & Tax Readiness
Review financial records, bookkeeping support, reporting clarity, software use, and tax-preparation readiness.
Insurance & Protection
Review insurance habits, coverage concerns, business continuity needs, and possible protection gaps.
Financial Planning
Review how effectively the business supports the owner’s personal, family, and long-term financial goals.
1791 Profit Leak Diagnostic™
A structured review of the systems that may affect profitability, financial visibility, and long-term planning.
How the review process works
1
Complete the Diagnostic
Share basic information about your business and current financial systems.
2
We Review Your Answers
The 1791 team evaluates the areas you selected and the information you provided.
3
Potential Gaps Are Identified
We organize areas that may require closer attention or professional review.
4
Receive Your Next Steps
A team member follows up to discuss your results and possible recommendations.
Ready to See What May Be Affecting Your Bottom Line?
Complete the diagnostic below. It takes only a few minutes and helps our team prepare a more focused conversation.
The diagnostic is provided for educational and consultation purposes only and is not legal, tax, insurance, or investment advice.
Get Your Free 1791 Profit
Leak Diagnostic™
Complete this short business assessment to help us identify hidden profit leaks,
uncover savings opportunities, and prepare a personalized recommendation for your business.
NEW BOOK + COMPANION RESOURCES
Stop Profit Leaks. Keep More of What Your Business Already Earns.
The 1791 Profit System gives business owners a practical framework for identifying where money may be leaking through merchant fees, insurance gaps, banking costs, subscriptions, disconnected vendors, poor reporting, and other overlooked areas.
The companion resource library gives readers access to worksheets, videos, case studies, and educational tools that help turn the book into action.
10+ downloadable worksheets
10+ useful training videos
10+ real-world case studies
Blog resources and educational articles
Link to schedule a consultation
Free Bookkeeping for 3 Months!
Sign up for our merchant processing services and receive three months of complimentary bookkeeping. Streamline your finances with 1791 Financial Services.
Call now to claim your
free bookkeeping offer!
Not valid with any other offers or promotions. Restrictions apply. Must mention this coupon at the time of scheduling.
Here's what our satisfied customers are
saying...
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Learn more about
1791 Financial Services
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Common Questions
Frequently Asked Questions
It is a structured business review designed to help business owners identify areas where financial leaks, vendor inefficiencies, or visibility gaps may exist.
No. The website and resources are for educational and consultation purposes only. Personalized recommendations should be discussed with qualified professionals.
It is for small business owners who want a clearer view of hidden costs, financial gaps, document organization, vendor issues, or business protection concerns.
No. The book is an additional educational resource, but business owners can request a review or consultation directly.
A member of the 1791 team will review your request and follow up with the next steps.
Yes, if you have been directed to do so by the team, use the secure document upload page.
Located in San Diego. 1791 Financial Services specializes in bookkeeping and financial planning. We believes small business owners should keep more of their hard-earned profits in their own pockets. On call 24/7. Help you see the big picture. Over 25 years of experience. Call today.
Visit Us
8274 Miramar Road
San Diego , CA 92126
Contact Us
(855) 645-8863
Business Hours
Monday - Friday | 9AM - 5PM
Saturday - Sunday | Closed
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